UAS
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United Asset Strategies’s Merck MRK Stock Holding History

United Asset Strategies’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Sell
143,654
-66,781
-32% -$7.82M 1.3% 19
2026
Q1 		$25.3M Sell
210,435
-6,760
-3% -$780K 2.01% 8
2025
Q4 		$22.9M Buy
217,195
+26,930
+14% +$2.53M 1.76% 11
2025
Q3 		$16M Buy
190,265
+21,765
+13% +$1.79M 1.28% 21
2025
Q2 		$13.3M Buy
168,500
+55,611
+49% +$4.42M 1.14% 25
2025
Q1 		$10.1M Buy
112,889
+16,712
+17% +$1.56M 0.94% 36
2024
Q4 		$9.57M Buy
96,177
+381
+0.4% +$39.3K 0.88% 37
2024
Q3 		$10.9M Buy
95,796
+3,913
+4% +$465K 1.01% 33
2024
Q2 		$11.4M Buy
91,883
+1,565
+2% +$202K 1.12% 32
2024
Q1 		$11.9M Sell
90,318
-3,182
-3% -$392K 1.19% 30
2023
Q4 		$10.2M Buy
93,500
+6,045
+7% +$627K 1.15% 32
2023
Q3 		$9M Buy
87,455
+2,518
+3% +$271K 1.16% 29
2023
Q2 		$9.8M Sell
84,937
-199
-0.2% -$22.6K 1.22% 27
2023
Q1 		$9.06M Sell
85,136
-23,869
-22% -$2.58M 1.2% 27
2022
Q4 		$12.1M Buy
109,005
+78,246
+254% +$8M 1.69% 15
2022
Q3 		$2.65M Sell
30,759
-28
-0.1% -$2.5K 0.41% 62
2022
Q2 		$2.81M Sell
30,787
-1,082
-3% -$95.9K 0.41% 61
2022
Q1 		$2.62M Buy
31,869
+7,863
+33% +$620K 0.33% 68
2021
Q4 		$1.84M Buy
24,006
+17,506
+269% +$1.39M 0.22% 82
2021
Q3 		$488K Buy
6,500
+50
+0.8% +$3.8K 0.06% 147
2021
Q2 		$502K Sell
6,450
-524
-8% -$39K 0.07% 144
2021
Q1 		$513K Sell
6,974
-735
-10% -$54.2K 0.07% 143
2020
Q4 		$602K Buy
7,709
+117
+2% +$8.95K 0.09% 137
2020
Q3 		$601K Sell
7,592
-761
-9% -$59.6K 0.11% 120
2020
Q2 		$616K Sell
8,353
-102
-1% -$7.68K 0.12% 115
2020
Q1 		$621K Sell
8,455
-1,346
-14% -$106K 0.15% 111
2019
Q4 		$851K Sell
9,801
-626
-6% -$51.4K 0.17% 111
2019
Q3 		$838K Buy
10,427
+4,800
+85% +$385K 0.18% 103
2019
Q2 		$450K Buy
5,627
+419
+8% +$32.1K 0.1% 143
2019
Q1 		$413K Sell
5,208
-102
-2% -$7.63K 0.1% 153
2018
Q4 		$387K Buy
5,310
+248
+5% +$17.5K 0.11% 144
2018
Q3 		$343K Sell
5,062
-108
-2% -$6.88K 0.08% 161
2018
Q2 		$299K Buy
5,170
+2
+0% +$113 0.08% 169
2018
Q1 		$269K Sell
5,168
-731
-12% -$39.5K 0.08% 168
2017
Q4 		$317K Buy
+5,899
New +$327K 0.09% 160
2017
Q3 		– Sell
-5,738
Closed -$351K – 150
2017
Q2 		$351K Buy
5,738
+3
+0.1% +$183 0.1% 117
2017
Q1 		$348K Sell
5,735
-1,096
-16% -$66.5K 0.11% 108
2016
Q4 		$384K Sell
6,831
-18
-0.3% -$1.05K 0.13% 107
2016
Q3 		$408K Buy
6,849
+348
+5% +$20.4K 0.14% 101
2016
Q2 		$357K Buy
6,501
+695
+12% +$37K 0.13% 102
2016
Q1 		$293K Sell
5,806
-1,958
-25% -$95.9K 0.13% 101
2015
Q4 		$391K Sell
7,764
-717
-8% -$36.1K 0.17% 96
2015
Q3 		$400K Buy
8,481
+2,587
+44% +$137K 0.18% 91
2015
Q2 		$320K Sell
5,894
-278
-5% -$15.6K 0.14% 102
2015
Q1 		$351K Sell
6,172
-81
-1% -$4.59K 0.16% 94
2014
Q4 		$339K Buy
6,253
+154
+3% +$8.58K 0.14% 95
2014
Q3 		$345K Sell
6,099
-501
-8% -$28.1K 0.15% 99
2014
Q2 		$364K Buy
6,600
+1,020
+18% +$55.6K 0.18% 89
2014
Q1 		$302K Buy
+5,580
New +$289K 0.17% 89

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

United Asset Strategies's MRK Position: Q2 2026 in Review

United Asset Strategies reduced its Merck (MRK) stake by 32% in Q2 2026, selling an estimated $7.82M and leaving 143,654 shares worth $18.5M. The position accounts for 1.3% of the portfolio, ranked #19.

United Asset Strategies first reported a position in MRK in Q1 2014 and has held it in 49 quarters since. The position peaked at $25.3M in Q1 2026. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • United Asset Strategies held 143,654 shares of Merck worth $18.5M as of Q2 2026.
  • United Asset Strategies sold 66,781 Merck shares in Q2 2026, an estimated $7.82M.
  • Merck made up 1.3% of United Asset Strategies's portfolio in Q2 2026, its #19 holding.
  • United Asset Strategies first reported a position in Merck in Q1 2014 and has held it in 49 quarters since.
  • United Asset Strategies's Merck position peaked at $25.3M in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.